Shay Boloor(@StockSavvyShay):Goldman now sees global data center capacity reaching 217GW by 2030 while power demand growth jumps to 170%. Behind the meter power was also raised from 40GW to 67GW as AI campuses increasingly bring their own generation. $SPCX, $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2026.09.24 15:49

Goldman now sees global data center capacity reaching 217GW by 2030 while power demand growth jumps to 170%. Behind the meter power was also raised from 40GW to 67GW as AI campuses increasingly bring their own generation. $SPCX, $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF